We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

1,485 hedge funds and large institutions have $48B invested in iShares Russell 1000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 421 increasing their positions, 555 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 47

13% more funds holding

Funds holding: 1,3201,485 (+165)

11% more capital invested

Capital invested by funds: $43.4B → $48B (+$4.65B)

0.35% more ownership

Funds ownership: 297.12%297.46% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 181181 (0)

24% less repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 555

29% less call options, than puts

Call options by funds: $271M | Put options by funds: $382M

Holders
1,485
Holders Change
+165
Holders Change %
+12.5%
% of All Funds
26.28%
Holding in Top 10
181
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.2%
New
229
Increased
421
Reduced
555
Closed
47
Calls
$271M
Puts
$382M
Net Calls
-$111M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
976
Capital Analysts LLC
Pennsylvania
$598K -$24.1K -424 -4%
GWM
977
Greenhouse Wealth Management
Connecticut
$596K +$563K +9,888 New
AIM
978
Anchor Investment Management
South Carolina
$593K
TIP
979
Torray Investment Partners
Maryland
$593K
IAIM
980
International Assets Investment Management
Florida
$591K +$3.64K +64 +0.7%
NCM
981
Northwest Capital Management
Oregon
$589K
CAMG
982
CWA Asset Management Group
Florida
$589K +$556K +9,768 New
BFA
983
Beaumont Financial Advisors
Massachusetts
$588K -$388K -6,816 -41%
GC
984
Gilbert & Cook
Iowa
$585K -$13.9K -244 -2%
EI
985
Ellevest Inc
New York
$584K +$455 +8 +0.1%
RI
986
Ridgewood Investments
New Jersey
$583K
TWA
987
TCI Wealth Advisors
Arizona
$581K -$5.92K -104 -1%
HSWM
988
Hubbell Strickland Wealth Management
Louisiana
$577K +$455 +8 +0.1%
PP
989
Prosperity Planning
Missouri
$574K +$541K +9,512 New
RT
990
Rockland Trust
Massachusetts
$573K -$31.6K -556 -6%
AWMT
991
AAFMAA Wealth Management & Trust
North Carolina
$572K +$540K +9,492 New
PB
992
Pinnacle Bancorp
Nebraska
$571K -$126K -2,208 -19%
JC
993
Jentner Corp
Ohio
$571K -$19.1K -336 -3%
SIA
994
Soltis Investment Advisors
Utah
$569K +$305K +5,364 +131%
FC
995
Financial Consulate
Maryland
$568K
SCA
996
Sage Capital Advisors
South Dakota
$568K +$43K +756 +9%
CWAG
997
Compton Wealth Advisory Group
Virginia
$565K -$26K -456 -5%
Bank Julius Baer & Co
998
Bank Julius Baer & Co
Switzerland
$563K -$22.8K -400 -4%
FMBTD
999
First Midwest Bank Trust Division
Illinois
$562K -$4.1K -72 -0.8%
BC
1000
Bartlett & Co
Ohio
$561K -$39.8K -700 -7%

IWF Hedge Fund Activity: Q4 2020 in Review

1,485 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2020, worth a combined $48B — up 11% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new IWF positions and 47 closed out — a net gain of 182 holders — while 421 added to existing stakes and 555 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $183M. The largest seller was Barings, exiting entirely with an estimated $226M sold.

  • 1,485 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2020, up from 1,320 in Q3 2020.
  • Funds reported $48B of iShares Russell 1000 Growth ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 229 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2020 and 47 closed out, a net change of +182 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2020 was Morgan Stanley, an estimated $183M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2020 was Barings, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2020.